Author: Nishant Rana

 

To update the Account record we need to first add web reference to the account.wsdl.

 

Than can make use of AccountUpdate method of Account Entity.

 

  // Login to the CRM server

            string loginUrlString = “https://servername/Services/Integration?command=login”;

            // Get the valid Session id to be appended for each subsequent request

            String sessionID = ManageSession.Login(loginUrlString, @”orgname/username”, “password”);

            try

            {

                // Download the account wsdl from the Admin section of the CRM application

                // Add web reference to the wsdl

                // Create the instance of the opportunity entity

                Account myAcc = new Account();

                myAcc.Url = “https://secure-ausomxapa.crmondemand.com/Services/Integration;jsessionid=” + sessionID;               

                // Create the instance of Account Data

                AccountData[] myAccData = new AccountData[1];

                myAccData[0] = new AccountData();

                // the order number to be updated

                myAccData[0].stOrder_Number = “orderNumber”;

                // the id of the account to be updated

                myAccData[0].Id = “orderID”;

                // creating ListOfAccountData object

                ListOfAccountData myLstOfAcctData = new ListOfAccountData();

                myLstOfAcctData.Account = myAccData;

                // using AccountUpdate_Input

                AccountUpdate_Input myAccUpdateInput = new AccountUpdate_Input();

                myAccUpdateInput.ListOfAccount = myLstOfAcctData;

                // using account’s Accout Update method to update the record               

                AccountUpdate_Output myAccntUpdateOutput = myAcc.AccountUpdate(myAccUpdateInput);

            }

            catch (SoapException ex)

            {

            }

            catch (Exception ex)

            {

            }

 

 

That’s it …

1) Create a windows application

2) Put the following code in the form load event handler

 

Explaination is put in as comment

 

 

private void Form1_Load(object sender, EventArgs e)

        {         

            // Login to the CRM server

            string loginUrlString = “https://servername/Services/Integration?command=login”;          

            // Get the valid Session id to be appended for each subsequent request

            String sessionID = ManageSession.Login(loginUrlString, @”orgname/username”, “pwd”);

 

            try

            {

                // Download the opportunity wsdl from the Admin section of the CRM application

                // Add web reference to the wsdl

                // Create the instance of the opportunity entity

                Opportunity myOpp = new Opportunity();

                myOpp.Url = “https://servername/Services/Integration;jsessionid=” + sessionID;

                // Set the query

                // To find the record with sales stage as closed/won

                queryType mySalesStage = new queryType();

                mySalesStage.Value = “LIKE ‘Closed/Won'”;

                // Values needed back from the server

                // 1) Purchase Order Date

                queryType myPODate = new queryType();

                myPODate.Value  = “”;

                // 2) Purchase Order Number

                queryType myPONumber = new queryType();

                myPONumber.Value  = “”;

                // 2) Opportunity Name

                queryType myOppName=new queryType();

                myOppName.Value=“”;   

               

                // Create opportunityquery instance and set the appropriate parameters

                OpportunityQuery myOppQuery = new OpportunityQuery();

                myOppQuery.SalesStage = mySalesStage;

                myOppQuery.dtPurchase_Order_Date = myPODate;

                myOppQuery.stPurchase_Order_No = myPONumber;

                myOppQuery.OpportunityName = myOppName;

 

                // Set ListOfOpportunityQuery

                ListOfOpportunityQuery lstOfOppQuery = new ListOfOpportunityQuery();

                lstOfOppQuery.Opportunity = myOppQuery;

                // Number of records to fetch

                lstOfOppQuery.pagesize = “100”;

 

                // set OpportunityQueryPage_Input

                OpportunityQueryPage_Input myOppInput = new OpportunityQueryPage_Input();

                myOppInput.ListOfOpportunity = lstOfOppQuery;

               

                // Get the output

                OpportunityQueryPage_Output myOutput = myOpp.OpportunityQueryPage(myOppInput);

 

                // Get ListOfOpportunityData

                ListOfOpportunityData myOppData = myOutput.ListOfOpportunity;

                OpportunityData[] oppData = myOppData.Opportunity;

                // Total number of records returned

                MessageBox.Show(oppData.GetLength(0).ToString());

 

                foreach(OpportunityData oData in oppData)

                {

                    MessageBox.Show(“Opportunity Name :-“ + oData.OpportunityName

                        + “, Opp PO Date =” + oData.dtPurchase_Order_Date.ToShortDateString()

                        + ” Opp PO Number =” + oData.stPurchase_Order_No);                 

 

                }

   }

            catch (SoapException ex)

            {

                MessageBox.Show(ex.Detail.InnerXml);

            }

 

 

The code for ManageSession.Login static mehtod

 

public static String Login(String loginUrlString, String userName, String password)

        {

        try

        {

            // create a http request and set the headers for authentication

            HttpWebRequest myRequest = (HttpWebRequest)WebRequest.Create(loginUrlString);

            HttpWebResponse myResponse;

            myRequest.Method = “POST”;

            // passing username and password in the http header

            // username format if it includes slash should be the forward slash /

            myRequest.Headers[“UserName”] = userName;

            myRequest.Headers[“Password”] = password;          

            myResponse = (HttpWebResponse)myRequest.GetResponse();

            Stream sr = myResponse.GetResponseStream();

            // retrieve session id

            char[] sep = { ‘;’ };

            String[] headers = myResponse.Headers[“Set-Cookie”].Split(sep);

            for (int i=0; i <= headers.Length-1; i++)

            {

            if (headers[i].StartsWith(“JSESSIONID”))

            {

            sep[0] = ‘=’;

            SessionID = headers[i].Split(sep)[1];

            break;

            }

            }

            sr.Close();

            myResponse.Close();

        }

        catch (WebException webException)

        {

           

        }

        catch (Exception ex)

        {

        }

        // send back the session id that should be passed to subsequent calls

        // to webservices

        return SessionID;       

        }

 

That’s it …